Planning for Married Couples: PART 1 – Asset protection 

Strategy for Asset Protection: Holding Property as Tenants by The Entireties in Florida In Florida, when property is held by a husband and wife, as tenants by the entireties, only the creditors of both spouses, jointly, may attach the tenancy by the entireties property. The property is not divisible on behalf of one spouse alone, [...]

By | March 14th, 2016|Estate Planning|0 Comments

PLANNING FOR MARRIED COUPLES: INTRODUCTION

This is an introduction for a six part series on planning for married couples. Over the next several weeks, I will be presenting a series of blogs concerning Asset Protection Strategies, Building Flexibility into an Estate Plan, and Comparing Trust Design Options for Married Couples. This is increasingly important information as there has been a [...]

By | March 8th, 2016|Estate Planning|0 Comments

THREE RECENT CHANGES TO THE MEDICAID MANUAL IN FLORIDA

MEDICAID UPDATE I. INDIVIDUALS WITH HOMES IN ANOTHER STATE ESS 1640.0543.02 (MSSI) “Individuals who meet Florida’s residency requirements solely because they are institutionalized in a Title XIX Medicaid facility in Florida, but who have a home in another state, may have that home excluded as an asset if: the individual’s spouse or dependent relative resides [...]

CUAN PRONTO, PUEDO CUALIFICAR PARA EL BENEFICIO DE MEDICAID, 
EN EL ESTADO DE LA FLORIDA

Una de las primeras preguntas que el cliente en prospecto, me hace en relación al tema de la crisis de derecho de los ancianos, como consulta es, “Cuan pronto puedo yo calificar para Medicaid?” La repuesta a esta pregunta, depende de los hechos del caso. Para empezar, si la persona esta aplicando para un Nursing [...]

By | December 21st, 2015|Elder Law|0 Comments

WHAT SHOULD I DO WITH MOTHER’S HOME?

“What should I do with my mother’s home when she is in an assisted living facility or a nursing home and is no longer living at home?” This is one of the questions that I am frequently asked at initial consultations. Since all of mother’s income will typically be needed to pay for assisted living, [...]

By | April 29th, 2015|Assisted Living, Medicaid, Nursing Home|1 Comment

LONG TERM CARE INSURANCE AND ANNUITIES

The following audio presentation was recorded at the Elder Law Section of The Florida Bar’s “Essentials of Elder Law” program in Orlando, Florida on January 15, 2015. This program was presented to Elder Law Attorneys seeking a solid background on the most important areas of Elder Law. The program covers state and federal law as [...]

By | April 1st, 2015|Elder Law|0 Comments

PLANIFICACION PARA LA VEJEZ DE LOS PADRES

Desde hace muchos años, la planificación del retiro para futuro ha tenido un solo significado, la planificación del estado... En años recientes, la planificación para el futuro ha tomado un nuevo significado, Esto incluye la planificación por un largo término de cuidados... Este cambio en la sociedad es el resultado de una población que envejece [...]

By | February 6th, 2015|Long Term Care|0 Comments

PLANNING FOR AN AGING PARENT

Many years ago, planning for the future meant retirement and estate planning. In recent years, planning for the future has taken on new meaning. It now includes planning for long term care. This change in society is a result of an aging population Living beyond normal retirement age as a result of advanced medical care, [...]

By | December 16th, 2014|Long Term Care, Medicaid, Trust|0 Comments

CAN I QUALIFY FOR NURSING HOME MEDICAID IF I OWN A VEHICLE?

When a person applies for Medicaid, the inclusion of all or a portion of the value of vehicles, as well as the determination of value, differs according to the Medicaid program.  Specifically, a person applying for Nursing Home Medicaid, who may or may not have a spouse and   owns one or more vehicles, may be [...]

By | December 13th, 2014|Medicaid, Medicaid Eligibility|0 Comments

HOW TO DECIDE WHO SHOULD BE YOUR HEALTH CARE SURROGATE

  Choosing a Health Care Surrogate (HCS) is a critical part of a client’s estate plan, since the person that the client is appointing may determine his or her future healthcare needs. However, most clients concentrate on their wills or trusts and spend very little time considering who should have the important responsibility of healthcare [...]

By | October 6th, 2014|Elder Law, Healthcare|0 Comments